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Ready for Retirement? Where Is the Market Headed? Are Alternative Investments Right for You? It May Be Time for a Financial Checkup

Kevin Feeney, RFP®

Providing Common Sense Financial Solutions

About My Practice

With approximately three decades of experience in the financial services industry I believe in making a difference in the lives of others. Whether it's by addressing retirement, college, long term care, or surviving a loss due to divorce or death of a loved one, I'll help you with the important decisions that can influence your financial future. 

I work with a diverse client base, and I treasure the many friendships that have been built over time.

We understand the many challenges of retirement today. For some it starts with budgeting, paying down debt, establishing a savings account, providing adequate insurances and trying to accumulate funds towards future goals.

For others a serious concern is having enough income to fund their retirement, this is where a focus on wealth strategies can help our clients achieve their goals.

We believe that today’s investment climate offers unprecedented challenges as well as opportunities. Our goal is to explore those with you and to help position your portfolio to fulfill your long-term objectives.

With so many different investment services available and each person’s circumstances being uniquely different, I’ve described the process as putting the pieces of a puzzle together for each client.

There are certainly risks in all investments, I can't take them away but what I can do is help you manage these risks.


 

 

 

 


 

 

 

 

 

 

 

 

 

Helpful Content

Financial Strategies in a Post-DOMA World

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

18 Years Worth of Days

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?